+25.8%
VWO vs DOCS
-52.4%
+78.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | +2.0% | +2.6% | -0.6% | +1.8% |
| 30D | -4.3% | +11.4% | -15.7% | -5.0% |
| 3M | -6.4% | +25.4% | -31.8% | -8.0% |
| 6M | -5.6% | +42.5% | -48.2% | -8.7% |
| YTD | +5.2% | -24.7% | +29.9% | +6.6% |
| 1Y | +5.2% | -32.9% | +38.1% | +7.5% |
| 3Y | +55.5% | +39.6% | +15.9% | +43.8% |
| All | +25.8% | -52.4% | +78.2% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DOCS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling